The core parts of your role would be to:
- Provide support to Sr. Trust Advisors with tasks they request to be completed
- Accurate keying of information and transactions to the platforms, including receipt of funds, and payments from client accounts
- Review new Wills and Power of Attorney and accurately update file information into the system of record
- Prepare renunciation documentation for approval
- Prepare letters or emails to accompany cheque for mailing, or notify client of EFT payments
- Check obituary notices and compare to trust system for current client matches
- Maintain filing standard and record/transfer files to offsite storage provider
- Review and submit the daily cheque deposit summary for the department
- Ensuring vendor invoices are paid and record invoices in organized manner for tracking
- Tracking and ordering supplies for the department
- Calling for necessary repairs on office equipment
Let's Talk About You!
- Minimum Two (2) years experience in an administrative or support role
- Knowledge of Word, Excel and Outlook
- Working knowledge of estates, wills and trusts or working toward gaining an understanding and knowledge of these products
- Innovest system knowledge
- Microsoft office skills, including Excel and Outlook
- Adobe office knowledge
- Attention to detail
- Teamwork
- Prioritize tasks
- Organization
- Customer service
- Written and oral communication skills
- Typing proficiency
- Reports directly to Sr. Trust Advisor
- Collaborates with estates and trust team on a daily basis.
- Priorities and tasks are set according to direction provided by Sr. Trust Advisor and above
- Empowered to bring forth ideas and suggestions for review
- Ability to prioritize their own work load
- Regularly communicate with external contacts
- Responsible for upkeep in their own processes and to train new peers
- Responsible for adapting to department changes
Job Complexities/Thinking Challenges
Skills Required
- Minimum Two years experience in an administrative or support role
- Knowledge of Word, Excel and Outlook
- Working knowledge of estates, wills and trusts or working toward gaining understanding
- Innovest system knowledge
- Microsoft office skills, including Excel and Outlook
- Adobe office knowledge
- Attention to detail
- Teamwork
- Prioritize tasks
- Organization
- Customer service
- Written and oral communication skills
- Typing proficiency
What We Do
MakeBank on everyday banking: Earn high interest on every dollar Say no to fees No minimum balances Powered by Equitable Bank, a Schedule I Canadian Bank EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 607,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over 200 Canadian credit unions that serve over 6 million of their members with products and services. Equitable Bank has grown to become Canada's 7th largest independent Schedule I bank with over a $119 billion in assets under management and assets under administration, and a clear mandate to drive real change in Canadian banking to enrich people's lives. At Equitable Bank, we are as invested in our employees as we are in our business. That’s why we are consistently recognized as one of Canada's Top Employers – a rating that comes from our 1,800 employees. Equitable Bank’s inclusive, welcoming, and pride-inducing workplace earned it the honour of being recognized as one of the top 50 organizations on the 2023 list of Canada’s Best Workplaces™. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking, and through its EQ Bank platform (eqbank.ca), which has been named #1 Bank in Canada for three consecutive years on the Forbes World's Best Banks list for 2021, 2022, and 2023. Equitable Bank website: www.equitablebank.ca EQ Bank website: www.eqbank.ca Specialties Lending, Mortgages, Residential Lending, Commercial Lending, Reverse mortgages, Insurance lending, Equipment leasing , Credit Union, Trust, and Funds Management
